SPDR DJ Wilshire Large Cap Value shares owned by Balanced Wealth Group
Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Balanced Wealth Group
from 13F filings
Historical chart of Balanced Wealth Group investment in SPDR DJ Wilshire Large Cap Value
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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Balanced Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41M | 768k | 52.75 |
| 2025-06-30 | $41M | 770k | 52.72 |
| 2025-03-31 | $38M | 739k | 50.95 |
| 2024-12-31 | $39M | 803k | 48.59 |
| 2024-09-30 | $38M | 789k | 48.75 |
| 2024-06-30 | $37M | 1.5M | 24.05 |
| 2024-03-31 | $38M | 1.5M | 24.72 |
| 2023-12-31 | $30M | 643k | 46.63 |
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